Tools

Tool Category

Tools – File Exporting: Automatic Export Manager

The Automatic Export Manager allows you to create an export file of your information from Simplicity.

Choose your Export Type. (Account or Notes)
Choose a Filter Name that you wish to run the export using. These configuration options need to be created prior to using the Automatic Export Manager.
Choose your File Type, CSV or TXT.

                -If TXT is selected, you will also be able to choose your delimiter.

Create a Configuration Name to identify your export configuration.

In the Transmission Settings, you will have to tell Simplicity where to pull the file(s) from. To do so:

Pick the Type of transmission you’ll be performing, either FTP, FTPS, or SFTP.
Provide the Host location, Remote Path, Username and Password to access the FTP/FTPS/SFTP.
Provide a Notification Email where you would like to receive updates concerning new files.
Add an Export Description for when they occur.
Provide a date for when the Next Run should be.
Choose whether or not you would like the software to Delete Previous Exports from the host location.
Click “Add Export Schedule” to save your new configuration.

Once created, you will have options to:

-Edit specific configurations
-Delete specific configurations
-Pause a configuration so it does not run
-Run a configuration immediately

 
See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.

By |December 14th, 2018|Tools|Comments Off on Tools – File Exporting: Automatic Export Manager|

Tools – Automation Tools: Report Scheduler

When you first go to Tools > Report Scheduler the screen will be set up to add a new Report Schedule.
By |December 14th, 2018|Tools|Comments Off on Tools – Automation Tools: Report Scheduler|

My accounts imported but none of my balances are there?

When accounts are imported, but the account balances are $0.00, the column in your spreadsheet that relates to balance may not have been mapped to "Claim Amount"
By |December 14th, 2018|FAQ, File Importing, Troubleshooting|Comments Off on My accounts imported but none of my balances are there?|

Tools – File Exporting: Automatic Export Manager

The Automatic Export Manager allows you to create an export file of your information from Simplicity, automatically, based on a saved configuration
By |November 20th, 2018|File Exporting|Comments Off on Tools – File Exporting: Automatic Export Manager|

Can I import accounts with a status?

It is possible to assign a collection status to your accounts at initial import.
By |November 20th, 2018|FAQ, File Importing|Comments Off on Can I import accounts with a status?|

Tools – Automation Tools: Letter Automation – Run

Once a Letter Flow is created via Letter Automation - Configure and added to an “OPEN” type account, new letter information can be generated each day via the Letter Automation – Run section of the software. This page will provide you a detailed report of what accounts have what letter due within a given date range and will allow you to print letters in bulk.
By |October 23rd, 2018|Tools|Comments Off on Tools – Automation Tools: Letter Automation – Run|

Tools – Credit Bureau Tools

Once you are ready to start reporting accounts to your preferred credit bureau, the Credit Bureau Tools pull data from your SimplicityCollect accounts and format them in Metro 2 format so it can be submitted to the credit bureaus.
By |October 23rd, 2018|Tools|Comments Off on Tools – Credit Bureau Tools|

Tools – Automation Tools: Letter Automation – Configure

The Letter Automation – Configure section provides you the ability to set up a Letter Flow for use with your collection accounts. In addition, Simplicity integrates with 3rd party letter fulfillment companies that provide fulfillment services for Simplicity clients.
By |October 17th, 2018|Tools|Comments Off on Tools – Automation Tools: Letter Automation – Configure|

Tools – File Importing: Client Importer

The Client Importer tool is useful for when you have a large spreadsheet of Client information you would like to add into Simplicity. Instead of typing out each one by one via Settings > Clients, you can use this tool to add them all in bulk
By |October 15th, 2018|File Importing|Comments Off on Tools – File Importing: Client Importer|

Tools – Bulk Transaction Manager

The Bulk Transaction Manager allows you to manually enter multiple transactions, and then post them to their respective accounts.
By |October 11th, 2018|Tools|Comments Off on Tools – Bulk Transaction Manager|